Investment Q&A

Q: Hi, I’m looking for your five top CDR ideas for a TFSA. The criteria I’m interested in is share price growth, capital preservation and valuation. A brief summary regarding each choice would be much appreciated. Happy Holidays!!

Q: If the stock market closed for the next 10 years, what 10-15 stocks in Canada or US would you own right now for total growth? Looking for top, highly predictable compounding businesses that have strong pricing power.

Q: Donald Trump is causing so much uncertainty in both Canadian and US markets. Canada might even go into a recession.

I know that you mentioned that we should not react to the Trump threat.

However, if I had to sell all my stocks and ETFs ($400k) and start from scratch today, what would be the top 20 stocks/ETFs ( US and/or Canadian) that that you would invest in.

Would you just buy SPY/ZSP.to/ VGT/ SCHG ETFs in the USA market for safety?

Fyi, I don't like bonds.

Q: My portfolio is now heavily weighted to the US.

Can you recommend an ETF or 2 that would compliment my existing investments?

Thanks
Mark

Q: Hi Peter, I wanted to buy 2 shares of BRK.B in my TFSA is there any drawback in buying this stock in the TFSA. I was thinking of selling my 25 shares of SOBO and some cash, would the trade be worth it. Thanks

Q: In what order would you buy these stocks today, for capital appreciation?

Q: I have some cash that I would like to put to work and I have small positions that I would like to reduce. My main objective is growth with a bias towards low beta equities at this time in my work life. I am about 4 years away from my planned retirement.

These are most of my held equities along with weightings. NVDA 13.3% CSU 6.4% BN 6.4% SAN 5.4% SHOP 4.8% CRWD 4.3% TOI 3.8% VRT 3.4% ENB 3.2% BIP-UN 2.6% BEP-UN 2.3%. The following are 1-2% positions 13.5% as group; COST TD ATZ BNS AMZN TTD PANW PRL BRK.B. The rest are< 1%/each approx 10% as group BCE ASML HPS-A TMDX ISRG TMO GSY ASPN DELL SNOW NXT.

I plan on continuing to hold most of these positions including the smaller positions (<2% positions). I would like to reduce the number of these smaller holdings.
Could you please rank these smaller positions with the keepers at one end of the spectrum to goers at the the opposite end of the spectrum.

Thanks for this.

Q: Any idea when the proposed 2x BRK.B etf under symbol BRKX will start trading?

Q: BOC Hi, wondering if you could provide an update on this company… I’ve been really interested in their model for a long time, and wonder if it would be considered a worthwhile long term investment?

Q: I keep hearing that Buffett has gone to cash. Do you have a sense of his actual cash position as a percentage and what his rationale is? Thank-you.

Q: 5i, Looking to sell LLY TMDX stocks for loss harvesting , looking to buy TSLA, BRK.B to recover, for a 2 year hold, can you please share your opinion.
thanks

Q: Hi Team,
If I want to do the responsible thing and trim my overweight NVDA holdings; what names would you recommend me going into with the funds? Preferable a name with decent valuation with a higher prospect of considerable gains over the next few years, not something that is fully valued. Or is it a time to invest in something like CASH and wait for a pullback in markets? I was thinking either ISRG, CLBT, or BKNG. However, your response regarding ISRG to Garth today caught me a bit by surprise. You seemed to have turned from buying ISRG to hold off for now on valuation. I suspect the same could be said for many names that have ran up recently.

If CLBT is an option can you also give a brief lowdown of the company. Is there any concern it being based in Israel? Is the opportunity for high growth probable with this company? I am not real familiar with the name other than knowing you have lately been recommending it. Also is it a huge overhang that the CEO is leaving at year end?

Thanks,
shane.

Q: Hello 5i
I wonder whether you could provide some clarity on the question of sectors. According to 5i my sectors are out of whack. But, I am not buying real estate because I consider my house to represent that. My financials don't include any banks but BrK.B, CSU, etc. and it is overweight. But, I don't really see these companies as primary financial companies. Anything that you could add to this that would clarify the situation? Also, I was wondering whether you break down eft's into sectors or stocks on your portfolio tracking and analysis tool?
thanks

Q: Why has BRK.B increased it’s cash position to current levels? Clearly it is looking through the froth and exuberance right now. What might it see others do not?

Q: I am currently holding BN, GSY, JPM, and RY in the financials sector and am considering selling GSY and buying BRK.B. I've held GSY for a number of years so have had a nice gain but wonder if BRK.B wouldn't be a more consistent mover?
Thank you

Q: Warren Buffet has a lot of Cash . What industry will he purchase. What about purchasing Brookfield BA and Fairfax FFH

Is FFH inexpensive ? Is it a BUY Thanks RAK

Q: I am still toying with RRSP strategies - I have about 50% of my RRSP in US funds and 50% in Canadian funds. I plan on starting to draw my RRSP down in January and need about an 8% annual return, including dividends and growth for the next 10 years. I have slowly been rolling my Canadian side toward your income portfolio, and am about half-way there. On the US side, I hold the above positions. What are your thoughts on the following - mirroring your income portfolio with the Canadian side, and on the US side hold a combination of ETF's/Equities, or just ETF's. I have been actively growing my RRSP (with success thanks!) But hope to be able to spend less time on it once I retire. The above idea means, for the Cdn side, I can continue to follow your moves on the income portfolio. For the US side, I will continue to monitor/rebalance, but I don’t want it to be a daily task - please suggest a tactic, including whether to mix equities/ETF's, or just go to one or a few ETF's, and please suggest holdings in either tactic. Thanks!

Q: BRK now 1/3 cash; thoughts on this and the 1/4 ? Thank you.

Q: Hello Peter,
I hold Berkshire in my rrsp and in the sad event Warren Buffet passes away, i do not see any tax implications (assuming the company splits or has spinoffs) until i withdraw money from the RRSP. I am thinking of investing in the CDR for Berkshire class B shares in my TFSA, Would there be any tax implications if the company structure changed? Thanks very much.

Q: BRK.B What did you think of the quarterly earnings and what would you consider a good entry price?